Union Bancaire Privee, UBP SA RTX — RTX CORPORATION

Ownership history in Union Bancaire Privee, UBP SA  ·  6 quarters on record

AI Ownership Summary

Union Bancaire Privee, UBP SA reported RTX CORPORATION (RTX) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.5% in 2025 Q3. The latest visible filing shows RTX at 0.45% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RTX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Union Bancaire Privee, UBP SA's position in RTX CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RTX was reported at 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RTX stock page Union Bancaire Privee, UBP SA fund profile Union Bancaire Privee, UBP SA full holdings
How Union Bancaire Privee, UBP SA held RTX — position size vs. price
% of Fund (quarterly)    RTX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 185,742 -21,824 -10.5% 0.45% $32.4M 2026-04-22 $180.16
2025 Q4 REDUCED 9.0% +5.5% ❌ 207,566 -20,578 -9.0% 0.43% $36.5M 2026-01-05 $186.86
2025 Q3 ADDED — — — 228,144 +19,643 +9.4% 0.50% $35.5M 2025-10-07 $167.35
2025 Q2 ADDED — — — 208,501 +190,610 +1065.4% 0.40% $27.6M 2025-07-18 $149.12
2025 Q1 REDUCED 34.6% +10.8% ❌ 17,891 -9,482 -34.6% 0.04% $2.2M 2025-04-16 $126.58
2024 Q4 INITIATED — — — 27,373 — — 0.02% $2.8M 2025-01-22 $121.19

🏢 Other funds also holding RTX

As of 2026 Q1 — sorted by position size

AdviceOne Advisory Services, LLC 67.47% Rings Capital Management LLC 3Y 7Y 17.1% Spurstone Advisory Services, LLC 14.18% Framtiden Holdings Management Co LLC 14.17% Gladstone Capital Management LLP 3Y 7Y 11.67% General Pension Society PZU Joint Stock Co 8.3% CSU Producer Resources, Inc. 3Y 7Y 8.29% MARVIN & PALMER ASSOCIATES INC 3Y 7Y 7.66% KRAEMATON INVESTMENT ADVISORS, INC 3Y 6.17% F&V Capital Management, LLC 3Y 7Y 6.04%

FAQ About Union Bancaire Privee, UBP SA and RTX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Union Bancaire Privee, UBP SA reported owning RTX?

Union Bancaire Privee, UBP SA reported RTX across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported RTX position in Union Bancaire Privee, UBP SA's portfolio?

The largest reported portfolio weight for RTX was 0.50% in 2025 Q3.

What is the latest reported RTX position on this page?

The most recent filing on this page is 2026 Q1, when Union Bancaire Privee, UBP SA reported 185,742 shares, equal to 0.45% of portfolio, with an estimated market value of $32.4M.

What does the chart on this RTX ownership page compare?

The chart compares Union Bancaire Privee, UBP SA's quarterly RTX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Union Bancaire Privee, UBP SA time their RTX position?

Based on 13F filing dates vs. subsequent RTX price moves, Union Bancaire Privee, UBP SA correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on RTX relative to SPY over the holding period was +19.6%.

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